The Macro Compass

The 10.000 foot view of Global Macro and Financial Markets, such that you don't miss the forest for the trees. themacrocompass.substack.com

The Macro Compass is a business podcast hosted by Alfonso Peccatiello (Alf), with 131 episodes on record and a Required Pod Score of 80.

Alfonso Peccatiello (Alf) hosts The Macro Compass, a business show with 131 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Macro Compass

  Run It Cold Now, Run It Hot Later

  Oct 8, 20257 minS0

  <p>Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital.I hope you’re having a great day.</p><p>Before we start, do you want to be on the distribution list of my macro hedge fund?</p><p>Every two weeks, you will receive an update on the macro themes we are watching and the track record at Palinuro Capital.</p><p>If you are a hedge fund allocator and you want to be added to the distribution list, click on the link below:</p><p>Add me to the distribution list for Al...

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  The Macro Compass

  May The Odds Be Ever In Your Favor

  Aug 25, 202519 minS0

  <p>Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital. I hope you're having a great day.</p><p>Two quick announcements before we start.</p><p>1) I will be in Montreal on Sep 15-16 and NYC on Sep 17-18. If you are an allocator or involved in the hedge fund industry and want to meet, shoot me a message (alf@palinurocapital.com);</p><p>2) If you are a hedge fund allocator and you want to be on the distribution list of my hedge fund Palinuro Capital, click on the link below:</p><p>...

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  The Macro Compass

  Plumbing Risks Ahead

  Aug 13, 20256 minS0

  <p>Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital. I hope you're having a great day.</p><p>If you invest in hedge funds or you’re involved in the HF industry: do you want to be on the distribution list of my macro hedge fund? Every two weeks, you will receive an update on the macro themes we are watching and the track record at Palinuro Capital.</p><p>To be added to the distribution list, click on the link below:</p><p>Add me to the distribution list for Alf's macro he...

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  The Macro Compass

  Policymaking Protest Assets (PPAs)

  Jul 15, 20255 minS0

  <p>Amidst all the noise, markets haven’t had time to digest 5 key macro news:</p><p>1) Elon Musk announces formation of ‘’America Party’’</p><p>2) Speaker Mike Johnson: "We're gonna have a second reconciliation package in the fall, and a third in the spring of next year..."</p><p>3) President Trump: ‘’ “Stock markets are now at all-time high -- we’re going to maintain it, believe me.”</p><p>4) Bessent: We could appoint new Fed chair in January, nominating in October</p><p>5) OMB Director Vought sends official letter to Powell saying ''Chairman Jerome Powell has grossly mismanaged the Fed''</p><p>Musk’s A...

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  The Macro Compass

  Null Komma Null

  Jun 18, 20257 minS0

  <p>Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital.I hope you're having a great day.</p><p>Alongside with running my hedge fund, I work as a consultant and external advisor for some of the largest pension funds, asset managers, banks and funds in the world.</p><p>Arrangements are flexible: from access to my institutional research + daily access to me all the way to monthly or quarterly calls and sitting through your investment committees.</p><p>If you think I could add value to your firm, simply reach out at:</p><...

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